Bold BI’s financial performance dashboard supplies a detailed overview of a company’s key metrics. This data is critical for any CEO, CIO, or other executive leader. With this dashboard, viewers can answer the following questions:
Firstly, with the “Total AR” and “Total AP” widgets, users can see a summary of how much is owed to the company versus how much the company owes. These numbers are organized by due date in the “Total AR Aging” and “Total AP Aging” bar charts. Further, these charts could be used to help the company ensure that they allocate resources appropriately. For example, the AR Aging widget could help the company determine where AR resources should be assigned in order to increase the chances of obtaining payment from customers.
Next, the DSO and DPO widgets display more information about the company’s AR and AP health. The DPO widget could also provide insight into the credit terms the company receives from its vendors (and how their credit terms compare to others’).
Finally, the “Current Ratio,” “Equity Ratio,” “Debt Equity,” and net working capital widgets outline the company’s key big-picture financial metrics. These figures provide insight into assets and liabilities, offering a more complete picture for a CEO or CIO than could be expressed by revenue numbers alone.
This dashboard’s information is crucial because it displays an easy, up-to-date visual reference for reviewing complex—and constantly changing—numbers. With this data, users can quickly analyze the company’s critical financial metrics and assess its long-term health.